One of the ultimate strategies for a concentrated position is the zero-cost collar. The scenario presents itself when an investor has a large position, typically due to a job at a publicly traded [...]

Downside protection in a portfolio is a key need for many clients. Whether simply due to a conservative investor approaching retirement (e.g., 55 – 65+ group) or views that the market may be long [...]

Joe Halpern joined Jill Malandrino, Markets Reporter for the popular Voice of America segment on Nasdaq Facebook Live to discuss market volatility going into the national election and what may be [...]

Check out our webinar on Beta vs. Delta. Beta is one of the classic measurements within the financial industry. It is one of the first measurements shown on Yahoo Finance, right under the bid-ask [...]

The other evening my wife and I had a couple over for dinner. Over the course of the evening we got to discussing what my company’s indexes, the Nasdaq Exceed index family, were created to do. My [...]

I’m pleased to announce that I will be speaking at the Investment Management Consultants Association 2014 Winter Institute. This year’s event will take place on December 8th, 2014 in Phoenix, AZ. [...]